JPMorgan Chase & Co. $JPM Shares Sold by James J. Burns & Company LLC

Posted by Linda Flegge on Jun 25th, 2026

James J. Burns & Company LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 38.2% in the first quarter, Holdings Channel reports. The institutional investor owned 11,327 shares of the financial services provider’s stock after selling 6,995 shares during the period. James J. Burns & Company LLC’s holdings in JPMorgan Chase & Co. were worth $3,332,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after acquiring an additional 4,841 shares during the last quarter. Acorns Advisers LLC grew its holdings in shares of JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after purchasing an additional 100 shares during the last quarter. Ignite Planners LLC increased its position in shares of JPMorgan Chase & Co. by 0.7% during the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after purchasing an additional 78 shares in the last quarter. Jump Financial LLC acquired a new stake in shares of JPMorgan Chase & Co. during the second quarter worth about $1,475,000. Finally, Betterment LLC lifted its holdings in shares of JPMorgan Chase & Co. by 27.5% in the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock valued at $571,000 after purchasing an additional 425 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $333.52 on Thursday. The stock’s 50-day moving average price is $310.51 and its 200 day moving average price is $308.14. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The stock has a market capitalization of $893.68 billion, a PE ratio of 15.97, a price-to-earnings-growth ratio of 1.55 and a beta of 1.00. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $338.09.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same period last year, the firm earned $5.07 EPS. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 22.44 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.74%.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Daiwa Securities Group decreased their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research report on Tuesday, April 7th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Evercore increased their price objective on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an “outperform” rating in a report on Friday, April 17th. UBS Group cut their target price on shares of JPMorgan Chase & Co. from $380.00 to $375.00 in a report on Wednesday, May 6th. Finally, Autonomous Res reduced their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Fourteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $339.08.

Check Out Our Latest Stock Report on JPMorgan Chase & Co.

Insider Activity at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the transaction, the general counsel directly owned 46,428 shares in the company, valued at $13,940,935.56. This trade represents a 10.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 9,136 shares of the business’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the transaction, the chief operating officer directly owned 90,001 shares in the company, valued at $27,590,706.56. This represents a 9.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 33,623 shares of company stock worth $10,427,835 in the last three months. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. News Summary

Here are the key news stories impacting JPMorgan Chase & Co. this week:

Positive Sentiment: JPMorgan Chase announced a $50 billion buyback and a planned dividend increase to $1.65 per share after passing the Fed’s stress test, reinforcing a strong capital return story. JPMorgan Chase unveils $50 billion buyback, Goldman Sachs raises dividend after Fed stress test
Positive Sentiment: JPMorgan also released its 2026 Dodd-Frank stress test results, which appears to have cleared the way for the higher dividend and repurchase plan. JPMorganChase Announces 2026 Dodd-Frank Act Stress Test Results
Positive Sentiment: Analyst commentary continues to be constructive, with Morningstar saying JPMorgan is increasingly attractive at current levels and one of the highest-quality financial stocks to own. Morningstar says JPMorgan is becoming increasingly attractive at current levels
Positive Sentiment: JPMorgan’s recent earnings beat remains a supportive backdrop, with stronger-than-expected EPS and revenue still reinforcing investor confidence.
Neutral Sentiment: The company’s general counsel sold 5,467 shares under a pre-arranged trading plan; the filing may weigh on sentiment slightly, but the planned nature makes it less meaningful as a fundamental signal. Stacey Friedman Sells 5,467 Shares of JPMorgan Chase & Co. Stock
Neutral Sentiment: JPMorgan also drew attention for broader market calls, including a higher S&P 500 target and commentary on energy demand and AI trends, but these are more macro than JPM-specific catalysts. J.P. Morgan lifts its S&P 500 target to 7,800 but warns that a flash crash remains a risk

JPMorgan Chase & Co. Profile

(Free Report)

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.